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Calendar Booker

Calendar Booker

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  1. It would be nice to toggle on/off on a queue by queue basis for these handoff routers that funnel to queues. Some teams are hoping for more control of their teams' schedules.

    2 votes

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  2. Currently when a meeting is scheduled there is only a confirmation sent via email to the customer. It would be very useful to also be able to send an SMS confirmation with the time of the meeting right after booking, especially for clients booking in-person meetings.

    2 votes

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    1 comment  ·  General  ·  Admin →
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  3. Currently when prospects reschedule a meeting, the meeting is not accepted automatically unlike when they first book. This causes friction and confusion for the prospect and they often miss meetings or wonder when a meeting will be.

    2 votes

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  4. I'd like to block a date within chilipiper and NOT my personal calendar. At the moment, I have days that need to be blocked after a certain number of customer appointments and I need to leave my personal calendar open to allow time for internal meetings.
    current process is to create a custom calendar per day to block it off but it is not user friendly. It would be better to have a calendar in chilipiper to block off there and not affect my personal calendar. 10to8 has this option.

    3 votes

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  5. Right now users can have a single (1) booking for a given time slot (ex: 11am) or multiple (8) bookings.

    There is no option to edit/limit multiple bookings to more/less than 8.

    Ex: I want to be able to just double (2) book a timeslot.

    2 votes

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  6. Provide suggestive booking times that prioritize "clustering" calls so that reps don't have big gaps in their call schedule.

    Example:

    • Charles likes to take 15-minute calls back to back. No buffer.
    • Tony books the first 15-minute call at 9:30am.
    • Bruce goes to book a call and instead of getting to pick from any 15-minute slot in the entire day, is first recommended to book a call at 9:45am or 10:00am. If neither of those times work, there is a “show more times” button to give Bruce all the options.

    1 vote

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  7. Other calendar tools have the ability to put buffer time around meetings so they can't be booked right next to each other, but without creating an event in the calendar. My reps have reminders for meetings, but they're getting reminders for buffers which isn't needed.

    5 votes

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    3 comments  ·  General  ·  Admin →
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  8. Prospects didn't realise they could change to their own timezone -- can we make this button clearer?

    2 votes

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  9. Add a reminder feature for post a meeting where if the meeting is marked as No Show, the guest receives a an email to reschedule.

    3 votes

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  10. Right now, there is no option to create an external label for meeting types - they automatically use the internal name.

    This is difficult to manage: I want to be able to easily keep track of which meeting is which internally.

    At the same time, I don't want prospects to see "30 minute meeting - internal label" when they select a meeting type or in the booker URL.

    Therefore, it would be brilliant if meeting types could have a different internal name and external label.

    Thank you.

    7 votes

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    2 comments  ·  General  ·  Admin →
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  11. I'd like to mark calendar blocks in outlook as tentative for heads down work (a MS viva best practice... and generally a good action). This way internal colleagues know I'm working and can try to accommodate

    BUT... I'd like external clients (who I prioritize) to be able to book over my tentative blooks (obviously still not booking over 'booked' blocks) through chillipiper

    I wish Chilipiper could show tentative as available.... and in a perfect world, show them as a secondary choice after the primary options.

    4 votes

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  12. can we have a setting or toggle to prevent buffers from being booked over busy slots when the extension setting is set to Don’t allow Bookers to book over busy slots

    1 vote

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  13. Want ability for booker to be set as auto-optional rather than auto-decline. Use case is SDR's sending out campaigns in outreach using queue links and themselves as booker, when client books it looks rude for SDR to autodecline immediately when they've been having the communication with the prospect

    1 vote

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  14. Allow the BDR/XDR who is scheduling the meeting, to also edit the details of the meeting (change the time, add/remove guests etc.) without being invited. Foreseeably from their dashboard.

    1 vote

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  15. Have the ability to add a placeholder calendar to a queue so that meetings can be booked with a defined number of reps per timeslot and then distributed to the proper reps at a later time. This was a part of the Events product.

    1 vote

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  16. Enable reps to use the Chrome extension overlay on Outreach Everywhere inside of Salesforce.

    3 votes

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  17. When a prospect goes to book a meeting and they're brought to the calendar page, it would be nice to make the time options go vertically first and then horizontally. As humans, we're conditioned to view columns before rows when we look at data.

    1 vote

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  18. Currently, the "Reminder" feature can only be triggered based on an amount of time before a meeting. What if a customized email could be triggered based on a meeting being booked?

    Use case: A prospect sends an SDR an email with interest to meet but the prospect doesn't provide availability. The SDR finds a time using Chili and books the meeting, which sends a calendar invite with a subject line of Placeholder. Then an email is automatically triggered upon booking that dynamically pulls in the AE's information and the prospect's info, along with messaging introducing the AE and confirming if…

    9 votes

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    4 comments  ·  General  ·  Admin →
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  19. Currently, it's not possible to book meetings for someone that has a day off the next day (or more days) due to the Booking Span if the queue is Round Robin with the make it strict option enabled, would be good if we had an option to not block the calendar of the rep for when the person is back.

    Example - I'm off tomorrow and IB shows me as OFF, and with the make it strict, it will not consider me as next in queue, so bookers are not able to assign meetings to me for next week.

    4 votes

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  20. When a meeting is reassigned, we currently don't move the reassign meeting data to the contact/lead (meeting type, utm parameters). We should move this data to the contact/lead as it's now the current event data.

    1 vote

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